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2025September

A Money Pit That Saved Investors?

Posted August 29, 2025

This gold miner survived 1929 and thrived through the Thirties.
A Money Pit That Saved Investors?

A Philosophy For Living

Posted August 28, 2025

Kevin Kelly taught Tim Ferriss how to stop giving a toss. This magnificent set of ideas will also help you.
A Philosophy For Living

The Crowd’s Madness Saves Uncle Herschel

Posted August 27, 2025

CEO fires at Uncle Herschel and misses, to the relief of millions.
The Crowd’s Madness Saves Uncle Herschel

The Fed's Cook is Goosed

Posted August 26, 2025

🪿For a century, the Fed has pretended to be untouchable. Trump just proved otherwise.
The Fed's Cook is Goosed

The Ascent of Ag in 5 Tweets

Posted August 25, 2025

Ignore the “Fed doesn’t matter” crowd. Cuts are coming, and silver knows it.
The Ascent of Ag in 5 Tweets

Rickards on Sovereign Wealth Funds

Posted August 22, 2025

Today, there are a total of 99 SWFs on six continents. What do they do?
Rickards on Sovereign Wealth Funds

Trump’s Tariff Timebomb

Posted August 21, 2025

The China–India Thaw, Courtesy of Donald J. Trump
Trump’s Tariff Timebomb

How the Gold Price Moves

Posted August 20, 2025

“You can’t pump it… But you can bid it out of someone’s hands.”
How the Gold Price Moves

Fuera MAS!

Posted August 19, 2025

“No MAS No More!” Bolivians say as they throw off Leftism for the first time in 20 years.
Fuera MAS!

Alaska: Good Trump, Good Putin

Posted August 18, 2025

The Donald and Pooty-Poot show what real diplomacy looks like.
 Alaska: Good Trump, Good Putin

Italy Hits Snooze While Europe Turns Up the Volume

Posted August 15, 2025

Ferragosto shuts the country down; the rest of Europe is too busy marching, dancing, and drinking to notice.
Italy Hits Snooze While Europe Turns Up the Volume

Wall Street’s Favorite Magic Trick

Posted August 14, 2025

Buybacks are a trillion-dollar financial Botox treatment. Eventually, the real wrinkles show.
Wall Street’s Favorite Magic Trick

Don’t Sell Your Gold — Not Yet

Posted August 13, 2025

Don’t feed the beast with premature profit-taking.
Don’t Sell Your Gold — Not Yet

The Venice of Poland — With Better Beer

Posted August 12, 2025

Polish, Bohemian, Austrian, Prussian, German, Polish again — Wrocław’s passport stamps are all home games.
The Venice of Poland — With Better Beer

Five Eyes Gets A Middle Finger

Posted August 11, 2025

Trump just excluded the UK, Canada, Oz, and New Zealand from Russia-Ukraine peace talks.
Five Eyes Gets A Middle Finger

“Smart… For Someone Who Doesn’t Have a PhD.”

Posted August 08, 2025

The return math is brutal. Futures math is worse. And PhDs still can’t do either.
“Smart… For Someone Who Doesn’t Have a PhD.”

Trump’s Golden Bullet

Posted August 07, 2025

Why a U.S. Gold Revaluation Is No Longer Crazy—Just Unlikely… Unless Things Get Terrible.
Trump’s Golden Bullet

The Next-Best Thing to Big Gold Nuggets

Posted August 06, 2025

How would you like to reach into a river and pull out a gold nugget?
The Next-Best Thing to Big Gold Nuggets

Why Trump’s Tantrum Pushes India Away

Posted August 05, 2025

Whenever Lindsay Graham is happy, you know it’s bad policy.
Why Trump’s Tantrum Pushes India Away

Trump Decapitates the BLS

Posted August 04, 2025

One Down, 2.1 Million Bureaucrats to Go, as Trump Finally Fires BLS Commissioner.
Trump Decapitates the BLS

The Copper Faceplant

Posted August 01, 2025

Oh Donald, What Chaos You Have Wrought!
The Copper Faceplant